Transaction → Tax Category

Overview

This recipe ingests a CSV of transactions and outputs a categorized ledger ready for tax filing. It matches merchant names, memo fields, and amount patterns against a configurable ruleset.

Input Schema

{
  "transactions": [
    {
      "date": "2025-01-15",
      "description": "AMAZON WEB SERVICES",
      "amount": -129.50
    }
  ]
}

Rules Engine

Define keyword-to-category mappings. Rules are evaluated in order; the first match wins. Unmatched transactions fall through to a configurable default category.

rules:
  - keywords: [aws, gcp, azure]
    category: Cloud Infrastructure
  - keywords: [stripe, paypal]
    category: Payment Processing

Output

Each transaction receives a category and an optional confidence score.

{
  "date": "2025-01-15",
  "description": "AMAZON WEB SERVICES",
  "amount": -129.50,
  "category": "Cloud Infrastructure",
  "confidence": 0.97
}